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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,869 | $95,979-69.9% | $74,551-61.3% | $135,380-78.7% |
| Participation rate | 36.4% | 75.7%-39.3pp | 69.1%-32.8pp | 82.6%-46.3pp |
| Annual return | -11.35% | 56.97%-68.3pp | 32.53%-43.9pp | 519.81%-531.2pp |
| Employer contribution / active EE | $566 | $2,716-79.2% | $1,961-71.2% | $4,779-88.2% |
| Participant deferral / active EE | $2,246 | $3,844-41.6% | $3,108-27.7% | $5,609-60.0% |
| Admin fee / account holder | $3,188 | $6,522-51.1% | $5,059-37.0% | $10,828-70.6% |